401(k) Complete, an offering of Waverly Advisors, is a unique comprehensive retirement plan solution that includes recordkeeping/administration services and investment management all under one retirement plan umbrella.

Waverly Advisors serves as an ERISA 3(38) investment fiduciary, making the investment management decisions (including selection and ongoing monitoring of the fund lineup, and asset allocation decisions for the risk-based models) – all so you don’t have to. The result is fewer administrative headaches for the plan sponsor and a higher level of confidence, as well as participation, by the employees— all with a transparent and competitive fee structure.

401(k) Complete provides a spectrum of business retirement plan needs, including:

  • Investment management and advice
  • Plan administration
  • Daily participant recordkeeping
  • Rebalancing of risk-based portfolios
  • Compliance testing
  • Government reporting
  • Employee education meetings
  • Annual plan reviews

Meet our Full-Service Retirement Planning Team

Learn more about our team members' expertise, insights, and how we can help you thrive.


Contact us

Phone: 205.871.3334

Waverly Advisors offers a free retirement plan assessment. At no cost to your company, one of our advisors will meet with you to review the cost of your plan, investment performance, plan design, service from your provider and much more. Our typical plans start at $1 million; however, to see if we are a good fit for your company, please give us a call.